+1,218.8%
URI vs QID
-99.0%
+1,317.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -6.8% | +13.7% | +3.5% |
| 7D | -4.0% | -0.8% | -3.2% | -3.5% |
| 30D | +6.8% | +20.1% | -13.3% | +18.2% |
| 3M | -2.8% | +11.8% | -14.6% | +4.4% |
| 6M | +20.9% | +5.5% | +15.3% | +28.2% |
| YTD | +40.2% | -21.5% | +61.8% | +29.9% |
| 1Y | +34.1% | -22.6% | +56.7% | +24.0% |
| 3Y | +164.1% | -72.3% | +236.4% | +64.5% |
| 5Y | +199.3% | -76.9% | +276.2% | +108.9% |
| 10Y | +1,218.8% | -99.0% | +1,317.8% | +191.4% |
| All | +1,218.8% | -99.0% | +1,317.9% | +191.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded QID wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling